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Here are the quick steps on how to set up recurring invoices to get paid for your regular services automatically and without delay.
- Create a new recurring invoice by clicking +New > Invoice > Recurring
- Set the recurrence (e.g. weekly, monthly, etc.)
- Make sure Stripe is your default payment provider (currently, automatic payments are supported for Stripe only)
- Select the payment method ( Bank debits are cheaper)
- Select automatic payment
- Before sending the invoice, check account settings. Only contacts with the signatory authority enabled can sign, so adjust the settings accordingly
- Wait for the client to sign and authorize payments
- Focus on your work and start getting your money on time and without hassle
More questions?
Here are the top four ways to find answers:
- Book a one-on-one call with someone from our team
- Discover TaxDome features in our TaxDome Academy courses: TaxDome Invoicing Guide, TaxDome for Bookkeepers
- Visit the TaxDome Help Center and explore the Invoicing section or use the search bar to find the desired topic
- Check out the resources on the Get Help Page
- Reach out to our Customer Success team by email
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Setting up Automatic Regular Payments on TaxDome
Here are the quick steps on how to set up recurring invoices to get paid for your regular services automatically and without delay.
- Create a new recurring invoice by clicking +New > Invoice > Recurring
- Set the recurrence (e.g. weekly, monthly, etc.)
- Make sure Stripe is your default payment provider (currently, automatic payments are supported for Stripe only)
- Select the payment method ( Bank debits are cheaper)
- Select automatic payment
- Before sending the invoice, check account settings. Only contacts with the signatory authority enabled can sign, so adjust the settings accordingly
- Wait for the client to sign and authorize payments
- Focus on your work and start getting your money on time and without hassle
More questions?
Here are the top four ways to find answers:
- Book a one-on-one call with someone from our team
- Discover TaxDome features in our TaxDome Academy courses: TaxDome Invoicing Guide, TaxDome for Bookkeepers
- Visit the TaxDome Help Center and explore the Invoicing section or use the search bar to find the desired topic
- Check out the resources on the Get Help Page
- Reach out to our Customer Success team by email
